Beijer Ref (BEIJ B) Hisse Özeti
Beijer Ref AB (publ), iştirakleri ile birlikte dünya çapında ticari ve endüstriyel soğutma, ısıtma ve iklimlendirme ürünleri sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 3/6 |
Ödüller
Risk Analizi
BEIJ B risk kontrollerimizi geçti.
BEIJ B Community Fair Values
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Analyst Price Targets
Top Community Narratives
SEK 128.82
FV
3.8% aşırı değerlenmiş içsel indirim6.50%
Revenue growth p.a.
54
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3users have followed this narrative
Beijer Ref AB (publ) Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | SEK 133.70 |
| 52 Haftanın En Yüksek Seviyesi | SEK 174.35 |
| 52 Haftanın En Düşük Seviyesi | SEK 121.95 |
| Beta | 0.99 |
| 1 Aylık Değişim | 8.00% |
| 3 Aylık Değişim | 4.17% |
| 1 Yıllık Değişim | -7.19% |
| 3 Yıllık Değişim | -15.11% |
| 5 Yıllık Değişim | -9.91% |
| Halka arzdan bu yana değişim | 16,788.46% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Anlatı Güncellemesi • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.Recent updates
Anlatı Güncellemesi • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Anlatı Güncellemesi • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.
Yeni Anlatı • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?Analiz Makalesi • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...Anlatı Güncellemesi • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
Yeni Anlatı • Apr 14
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?Anlatı Güncellemesi • Apr 09
BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential
Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analiz Makalesi • Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Anlatı Güncellemesi • Mar 26
BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Anlatı Güncellemesi • Mar 05
BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook
Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Anlatı Güncellemesi • Feb 18
BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Analiz Makalesi • Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75
Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...Analiz Makalesi • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
Yeni Anlatı • Feb 03
The Green Consolidator
1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.Anlatı Güncellemesi • Feb 03
BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook
Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analiz Makalesi • Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)
Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...Analiz Makalesi • Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?
While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...Analiz Makalesi • Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Analiz Makalesi • Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...Analiz Makalesi • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Analiz Makalesi • Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analiz Makalesi • Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...Anlatı Güncellemesi • Sep 17
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.Analiz Makalesi • Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analiz Makalesi • Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analiz Makalesi • Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?
Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...Analiz Makalesi • Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...Analiz Makalesi • Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Analiz Makalesi • Jul 15
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
With a price-to-earnings (or "P/E") ratio of 34x Beijer Ref AB (publ) ( STO:BEIJ B ) may be sending bearish signals at...Analiz Makalesi • Jun 20
Is Beijer Ref (STO:BEIJ B) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Yeni Anlatı • Nov 28
Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges
Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.Hissedar Getirileri
| BEIJ B | SE Trade Distributors | SE Pazar | |
|---|---|---|---|
| 7D | 5.2% | 1.4% | 0.3% |
| 1Y | -7.2% | 2.1% | 14.1% |
Getiri vs. Endüstri: BEIJ B geçen yıl % 2.1 oranında getiri sağlayan Swedish Trade Distributors sektörünün gerisinde kaldı.
Getiri vs Piyasa: BEIJ B geçen yıl % 14.1 oranında getiri sağlayan Swedish Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| BEIJ B volatility | |
|---|---|
| BEIJ B Average Weekly Movement | 4.2% |
| Trade Distributors Industry Average Movement | 4.5% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in SE Market | 13.9% |
| 10% least volatile stocks in SE Market | 3.6% |
İstikrarlı Hisse Senedi Fiyatı: BEIJ B son 3 ayda Swedish piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BEIJ B 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1866 | 7,082 | Christopher Norbye | www.beijerref.com |
Beijer Ref AB (publ), iştirakleri ile birlikte dünya çapında ticari ve endüstriyel soğutma, ısıtma ve iklimlendirme ürünleri sağlamaktadır. Şirket öncelikle soğutma bileşenleri, klima üniteleri ve ısı pompaları sunmaktadır. Ayrıca mağazalarda, yemekhanelerde, kafelerde, otellerde ve küçük soğutmalı depolarda kullanılan ticari soğutma sistemleri ve modern gıda perakendeciliğinin yanı sıra buz pistleri, gıda işleme, imalat ve açık deniz endüstrileri de dahil olmak üzere bir dizi uygulama için merkezi soğutma sistemleri, dondurucu ve soğutma tesisleri sağlar.
Beijer Ref AB (publ) Temel Bilgiler Özeti
| BEIJ B temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | SEK 67.77b |
| Kazançlar(TTM) | SEK 2.33b |
| Gelir(TTM) | SEK 36.72b |
29.1x
F/K Oranı1.8x
P/S OranıBEIJ B aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BEIJ B gelir tablosu (TTM) | |
|---|---|
| Gelir | SEK 36.72b |
| Gelir Maliyeti | SEK 24.90b |
| Brüt Kâr | SEK 11.82b |
| Diğer Giderler | SEK 9.49b |
| Kazançlar | SEK 2.33b |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Jul 17, 2026
| Hisse başına kazanç (EPS) | 4.59 |
| Brüt Marj | 32.19% |
| Net Kâr Marjı | 6.33% |
| Borç/Özkaynak Oranı | 47.0% |
BEIJ B uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.1%
Mevcut Temettü Verimi33%
Ödeme OranıBEIJ B güvenilir bir temettü ödüyor mu?
BEIJ B temettü geçmişine ve kıyaslamalara bakın| Beijer Ref temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Oct 26 2026 |
| Temettü Ödeme Tarihi | Oct 30 2026 |
| Eski temettüye kadar geçen günler | 134 days |
| Temettü ödeme tarihine kadar geçen günler | 138 days |
BEIJ B güvenilir bir temettü ödüyor mu?
BEIJ B temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/12 15:37 |
| Gün Sonu Hisse Fiyatı | 2026/06/12 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Beijer Ref AB (publ) 20 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |